Senior Personal Trust & Wealth Advisor

Associated Bank - Corp; Green Bay (WI); Vor Ort; USD 102.000 - 175.000; Vollzeit

Benefits dieser Stelle

Retirement savings plans (401(k) and P

Paid time off to volunteer

Employee Resource Groups

Competitive salaries with development

Bonus benefits including wellness and.

Employee stock purchase plan

Banking, investment and insurance benn

Holidays and other benefits

Zusammenfassung

Associated Bank is seeking an experienced Personal Trust Relationship Manager to serve as a trusted advisor to high net worth clients while overseeing the administration of personal trust accounts. You will help clients achieve their wealth planning goals, deepen relationships, and drive business growth through exceptional service and strategic advice.

This role offers the opportunity to grow expertise in wealth management and trust services, partnering with internal teams to deliver

Qualifikationen

• Bachelor’s degree or equivalent work experience in finance or related field.
• 8+ years in trust administration, wealth management, private banking, or fiduciary services.
• Experience managing relationships with high net worth individuals and families.
• Strong knowledge of trust, estate planning, fiduciary, and regulatory requirements.
• Proven business development and client relationship management experience.

Aufgaben

• Manage a portfolio of personal trust and fiduciary accounts with exceptional service.
• Develop and strengthen relationships with high net worth clients to drive retention and growth.
• Identify opportunities to expand existing relationships and attract new business.
• Provide sophisticated wealth planning guidance and customized trust solutions.
• Partner with internal teams to uncover cross-selling opportunities and deliver financial solutions.
• Drive business development with existing clients and external prospects.
• Ensure compliance with fiduciary standards, internal policies, and regulatory requirements.
• Support strategic initiatives and process improvements to enhance client experience.

Kenntnisse

Relationship management

Business development

Client retention

Ausbildung

Bachelor's degree in Finance, Business, Accounting, Law, or related field

CTFA, CFP, CPA, JD or related credential (preferred)

Jobbeschreibung

Associated Bank is seeking an experienced Personal Trust Relationship Manager to serve as a trusted advisor to high net worth clients while overseeing the administration of personal trust accounts. You will help clients achieve their wealth planning goals, deepen relationships, and drive business growth through exceptional service and strategic advice.

This role offers the opportunity to grow expertise in wealth management and trust services, partnering with internal teams to deliver